Position in UL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$236,692
+$9,325 QoQ
Shares Held
3,937
-1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#848
of 1,172 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026INVESTED ADVISORS holds $647,284 across 2 Household & Personal Products names. UL ranks #2 (36.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
2,800 | $410,592 | |
| 2 | UL |
Unilever PLC
This page
|
3,937 | $236,692 |
All Filings in UL
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $236,692 | 3,937 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $227,367 | 3,991 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $260,749 | 3,987 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $225,501 | 3,804 | Shares | Sole | 2025-10-23 | |
| No filing history on record for this holder in this stock. | ||||||